Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Buy
75,495
+2,588
+4% +$74.9K 0.32% 71
2025
Q1
$2.06M Sell
72,907
-29,483
-29% -$834K 0.34% 75
2024
Q4
$2.33M Sell
102,390
-554
-0.5% -$12.6K 0.39% 63
2024
Q3
$2.26M Sell
102,944
-750
-0.7% -$16.5K 0.39% 65
2024
Q2
$1.98M Sell
103,694
-7,739
-7% -$148K 0.38% 71
2024
Q1
$1.96M Sell
111,433
-4,988
-4% -$87.8K 0.36% 77
2023
Q4
$1.95M Sell
116,421
-13,974
-11% -$234K 0.36% 77
2023
Q3
$1.96M Buy
130,395
+18,901
+17% +$284K 0.37% 73
2023
Q2
$1.78M Buy
+111,494
New +$1.78M 0.33% 80